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IAC Inc.

IAC Communication Services
$37.78 +$0.52 (1.40%)
Market Cap: $2.91 B
Gurus Holding
9
Popularity Rank
#566
% of Shares Held
11.68%
Net Activity (Q4 2025)
+$72.65 M

Guru Ownership Trend

Guru Analysis for IAC Inc. (IAC)

IAC Inc. (IAC), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $339.28 M.

Top institutional holders include Mason Hawkins and Chris Davis.

Notably, Mason Hawkins has expressed high conviction in this stock, allocating 6.95% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $72.65 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 474.3%. Conversely, Joel Greenblatt reduced exposure by 71.2%.

Key Holders

Top 5 by Value

$155.98 M
$98.3 M
$64.56 M
$11.91 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$93.44 M
Total Buy Value
New Buys 2
Additions 5
-$20.78 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
7

FAQs for IAC Inc. (IAC)

Major holders include Mason Hawkins ($155.98 M), Chris Davis ($98.3 M), Cliff Asness ($64.56 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 8.98 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $72.65 M, with 7 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited IAC. The total reported sell value was $20.78 M.

Yes, 2 managers opened new positions in IAC, and 5 increased their existing holdings. The total reported buy value was $93.44 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
6.95% Add 44.2% 3,989,340 $155.98 M Q4 2025
0.44% Add 12.1% 2,514,072 $98.3 M Q4 2025
0.03% Add 43.8% 1,651,207 $64.56 M Q4 2025
0.06% New Buy 308,630 $12.07 M Q4 2025
0.12% Add 17.3% 304,497 $11.91 M Q4 2025
0.02% Reduce -71.2% 150,328 $5.88 M Q4 2025
0.01% Add 474.3% 35,819 $1.4 M Q4 2025
0.01% Reduce -24.7% 15,187 $593,812 Q4 2025
0.00% New Buy 11,340 $443,394 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form